BRN Discussion Ongoing

Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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fenfei

Emerged
I wonder the sp is so low, but accumulated short volume doesn't decrease. What price are those shorters waiting for? It look like they are not hurry to realise profit at current price.
 
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Slade

Top 20
Hi @Steve10

I have read as much as I can find about royalties in the semiconductor space including Intel submissions to an Australian Parliamentary Select Committee and think this extract from the Pitt Street Research report is as good as any. Royalties are basically what you can get and what people will pay:

“Royalties: We believe the most lucrative future revenue stream for the company will be royalties paid by customers for each product they sell that includes Akida IP. These royalties are usually a percentage of the customer’s revenue from sales and typically range from 2% to 15%, again depending on the intended application areas, the amount of IP used and expected production volumes. Notably, royalty percentages also depend on the uniqueness of the IP that is being licensed. As the specifications and features of Akida are quite unique vs. other technologies, including Intel’s Loihi and IBM’s TrueNorth, this may help the company charge higher-than-average royalty percentages for Akida.
Other royalty revenue models simply use a fixed dollar amount per chip sold. This is a preferred model for many high-volume production companies, including cell phone manufacturers”


So with AKD1000 being described by MegaChip as Science Fiction and AKIDA 2nd gen being labeled mind boggling science fiction one thing is for certain Royalties will not be at the bottom of to 2% to 15% range.

My opinion only DYOR
FF

AKIDA BALLISTA
Hi FF,

In an interview with stocks down under Sean explains Brainchip's model for royalties as a factor not as a percentage. He explains this at the 12 minute mark in the video below.

 
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Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA
At the beginning of the month I queried the absence of VVDN from the Brainchip website given the announced demonstrations at CES and received this reply:

Tony Dawe

Tue, Mar 7, 2:33 PM
to me
Hi FF

According to Nandan Nayampally, our CMO, VVDN are not yet an official signed technology partner.

No doubt they will be added when they sign up.

Regards


Tony Dawe

Director, Global Investor Relations"

So it seems that to make it onto the website they need to sign something before that will happen.

I assume therefore that in accordance with that old saying 'what's good for the goose, is good for the gander" this rule would be evenly applied across all partner engagements.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Hi FF,

In an interview with stocks down under Sean explains Brainchip's model for royalties as a factor not as a percentage. He explains this at the 12 minute mark in the video below.


Sean also said that Brainchip was an IP only company and now for special situations they will manufacture a chip. Flexibility is essential in any business enterprise.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Tony Coles

Regular
On driving holiday to Melbourne and couldn't help myself to this little man at Parkes Observatory :) View attachment 32716

Hey MD, does it have Akida inside of it or any artificial intelligence? Sorry guys and gals, just bored waiting for my very last top up... I hope 😜
 
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At the beginning of the month I queried the absence of VVDN from the Brainchip website given the announced demonstrations at CES and received this reply:

Tony Dawe

Tue, Mar 7, 2:33 PM
to me
Hi FF

According to Nandan Nayampally, our CMO, VVDN are not yet an official signed technology partner.

No doubt they will be added when they sign up.

Regards


Tony Dawe

Director, Global Investor Relations"

So it seems that to make it onto the website they need to sign something before that will happen.

I assume therefore that in accordance with that old saying 'what's good for the goose, is good for the gander" this rule would be evenly applied across all partner engagements.

My opinion only DYOR
FF

AKIDA BALLISTA
Even if they have not signed it would be interesting to hear what they have to say on 28 March, 2023:


My opinion only DYOR
FF

AKIDA BALLISTA
 
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Slade

Top 20
Sean also said that Brainchip was an IP only company and now for special situations they will manufacture a chip. Flexibility is essential in any business enterprise.

My opinion only DYOR
FF

AKIDA BALLISTA
Yes. I have spent a little time today looking at some older Brainchip presentations and videos. It is impressive to see how far the company has come and the flexibility that they have demonstrated. I also think that they might end up being pretty accurate with there timelines regarding commercialisation and royalties.
 
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Hi FF

The continued absence of Socionext from that list is curious.

What is happening behind the scenes with them I wonder.
Even if they have not signed it would be interesting to hear what they have to say on 28 March, 2023:


My opinion only DYOR
FF

AKIDA BALLISTA
 
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TECH

Regular
Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA
Great news, and may I say, our company does what it does best, and that's listen, acknowledge and remedy any issues as quick as possible, including making statements when not being legally compromised, does that make sense ? I think so.

I wouldn't be surprised to see that list above double over the next 12 months or so, but I'm very one-eyed as most already know !

Regards...Tech (y)
 
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Hi FF

The continued absence of Socionext from that list is curious.

What is happening behind the scenes with them I wonder.
Could it be the multi million dollar answer we all crave???

I am pretty sure it is more than a smart vanity mirror for car sun visors that removes wrinkles in real time so your passenger feels good about their appearance. 😂🤣😂
 
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D

Deleted member 2799

Guest
I was in a six seat coffee shop in Japan where we were seated up a staircase behind some cardboard boxes. The owner had the laptop balanced on a heater and everyone was watching the baseball. They were a very happy crew I can tell you!

"COFFEEman good" is the name of the coffee place in Aomori. Good latte lol....
I will visit the shop next week! I will be for a Business trip there! Unfortunately, the cherry blossoms season was very early this year! 🙋🏻‍♂️
 
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manny100

Regular
FYI - smart money buying the dip. It's the big funds.

View attachment 32727


When dumb money buying peaks the market peaks & vice versa.

View attachment 32728
Agree, returns are greater buying the dips, hence smart money wins.
I have been picking up BRN on the down. Not worried at all. AI at the Edge is just starting its move.
BRN's patents alone are worth more than its market cap IMO.
I will continue to buy if it falls further which the short term chart suggests it may.
Long term momentum is running out of puff so its just a matter of time before a move up IMO.
 
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I wonder the sp is so low, but accumulated short volume doesn't decrease. What price are those shorters waiting for? It look like they are not hurry to realise profit at current price.
Same here. I guess they most likely wait for the next abysmal financial results as there's no indicator for a sudden upwards change in share price.
Even then, most of them won't realize their gains, I' suppose. Furthermore, does the lack of ip licensing support their strategy.
Can't wait for the day when this stock converts from the meme stock that it is right now, to a respected investment in the broader eyes.
I don't know about you guys, but I'd finally be able to close the chapter with everyone that doesn't take my belief in the company seriously.
The days of constantly explaining when asked why this is a good investment would finally be over.
But It'll take some more time...
 
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Foxdog

Regular
Not a bad little read about all the players in the infotainment systems market.

No mention of Brainchip but interesting none the less.

There's never a mention of AKIDA - please drop the NDA's so we can get an actual visual of the iceberg before we run into it 😳
 
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BaconLover

Founding Member
Same here. I guess they most likely wait for the next abysmal financial results as there's no indicator for a sudden upwards change in share price.
Even then, most of them won't realize their gains, I' suppose. Furthermore, does the lack of ip licensing support their strategy.
Can't wait for the day when this stock converts from the meme stock that it is right now, to a respected investment in the broader eyes.
I don't know about you guys, but I'd finally be able to close the chapter with everyone that doesn't take my belief in the company seriously.
The days of constantly explaining when asked why this is a good investment would finally be over.
But It'll take some more time...

We will need strong quarterlies from now on, otherwise this share price decline isn't sustainable.
Time for management and sales team to stop making promises and act on.
We have heard enough words, now let's see some action.

No, I'm not talking about partnerships, I'm talking about real, solid IP deals that's signed on.

They can keep recruiting people, but unless we see results, it's just a waste of money.

I believe two or three weeks of LDA dumping to go, what can we expect from now and before AGM? If anything at all? Hopefully not just more pain on the portfolio. 🤞
 
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Tothemoon24

Top 20
tata motors

I’m tipping that this 2025 vehicle will be fully loaded with Brainchip IP


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A NEW PARADIGM OF INNOVATION​

The AVINYA Concept is a giant stride towards the next generation of electric vehicles by Tata Passenger Electric Mobility (TPEM). It is an expression of the Company’s vision of a pure electric vehicle, based on its GEN 3 architecture. Derived from the Sanskrit language, the name AVINYA stands for ‘Innovation’. The AVINYA Concept introduces a new typology of mobility that liberates enormous roominess and comfort, not restricted by traditional segmentation. It comes packed with new-age technology, software and artificial intelligence that work in the background to deliver wellness and tranquility during transit. Providing an extremely premium yet simple and calming customer experience, this concept will be fairly accessible to a majority of customers of fast-growing, high-volume segments of today. With this, TPEM is all set to unleash a new breed of EVs that will redefine the automobile space. This path-breaking EV will be introduced to the market by 2025.
Key highlights:
A TIMELESS DESIGN
  • The AVINYA Concept focuses on a human centric design and promises a sensory journey of its own.
  • The sky dome that enhances the overall sense of space and natural light. The functional console inspired steering wheel and the voice activated systems offer a deeper interface for all its passengers. The sustainable materials being used communicate the ethos of the product and finally, the finishing touch of the aroma diffuser envelopes you in an ambiance that is serene and soothing.
  • Originally inspired by a catamaran, the AVINYA Concept is an uncompromising vision for electric mobility.
  • With a new silhouette, this concept is a mixology of the best of the worlds – it is a product that combines the essence of a premium hatch with the luxuries and versatility of an SUV and the roominess and functionality of an MPV – all put together to create something new and beautiful.
  • A significant highlight on the front and the rear of the vehicle is the new identity. This new identity as a part of the DRL is a subtle nod to our commitment to enhance the quality of life and is a pivotal step in the evolution of EVs.
  • It is also the manifesto and emphasizes the Horizon and the Infinite possibilities that the Gen 3 electrification will offer.
  • Gliding to the sides, one is met by the ‘Butterfly’ doors, which welcome you with open arms to a class-leading spacious interior which is sure to make its occupants feel calm.
  • Furthermore, envisaging a future trend, this concept is designed to believe that lesser screen time is the way to go.
  • Taking this into consideration the AVINYA Concept has been made screen-less, to bar any distractions inside the car and create a stress-free environment for the mind and soul.
  • Keeping the entire theme of serenity alive, this concept is showcased in the colour - Gentle Dawn.
A PURE EV AT ITS CORE
  • The AVINYA Concept stands for empathetic mobility, a machine that is engineered to be smart, spacious, sustainable yet techy.
  • The agile and robust Pure EV GEN 3 Architecture offers this concept with a flexible design while boasting of next-generation connectivity, advanced driver assistance systems and enhanced performance and efficiency.
  • Pioneered out of India for the world, this global platform offers high structural safety and has the next level of waterproofing and dust protection, making it ready for all forms of terrains.
  • This architecture is built with the use of next-gen materials, efficient electronic componentry, and proprietary energy management strategies & algorithms for efficiency management.
  • Use of lightweight materials, and optimized structure for an EV only powertrain with enabled appropriate stiffness, helps minimize the overall mass, leading to good weight management. Furthermore, the battery used will support an ultra-fast charge capability, in line with the infrastructure evolution, pumping a minimum 500 kms range in under 30 minutes.
  • The overall philosophy for enhanced range would be ‘Minimize - Maximize - Optimize’.
Drawing inspiration from human sensory cues whilst promising a stress-free experience with every drive, the AVINYA stands by the concept of minimalism and is a leap forward in the right direction, making it the absolute regiment of sustainable movement.
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